Federal Geographic Data Committee Metadata Summit Summary October 26-27, 2011 Reston, Virginia Contents FGDC Metadata Summit Summary Appendix A – Agenda Appendix B – Summary of Issues and Actions Appendix C – Webinar Presentation Appendix D – Webinar Question and Answer Session
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Federal Geographic Data Committee
Metadata Summit Summary October 26-27, 2011
Reston, Virginia
Contents
FGDC Metadata Summit Summary Appendix A – Agenda
Appendix B – Summary of Issues and Actions Appendix C – Webinar Presentation
Appendix D – Webinar Question and Answer Session
FGDC Metadata Summit Summary 2 | P a g e
Federal Geographic Data Committee Metadata Summit Summary
October 26-27, 2011 Reston, Virginia
Introduction The Federal Geographic Data Committee (FGDC) hosted a two day Metadata Summit on October 26-27, 2011 at the U.S. Geological Survey in Reston, Virginia to bring National Spatial Data Infrastructure (NSDI) stakeholders up to date on International Organization for Standardization (ISO) metadata standards, identify challenges, and set a course for implementation. The meeting included:
• ISO Metadata Training Workshop • ISO and ISO North American Profile (NAP) Metadata Standards Status Update • Group Discussions: ISO Implementation • Group Discussions: ISO Tools and Applications • Group Discussions: ISO Education and Communication
A follow-up Webinar meeting was held on December 7, 2011 that presented the results of the Summit to interested participants who were unable to attend the October session. Workshop Structure The Metadata Summit was conducted over a period of 2 days consisting of an optional ISO Metadata Training Workshop on the first day and plenary presentations and breakout group discussions on the second day (Appendix A). The ISO Metadata Training Workshop was instructed by Jacqueline Mize and Kathy Martinolich from NOAA and reached its capacity of 25 participants. The training gave attendees the opportunity to get hands-on experience with the ISO standards, its components, and provide information on its use. Specific topics included Transitioning 101; ISO 191** Content and Organization; XML Basics; ISO 191** Content Detailed Review; Tools for Creating and Editing ISO Metadata; ISO Creation Methods; and Validation Techniques. The training workshop provided a foundation of knowledge for the second day of the Summit. On the second day, the plenary sessions began with opening remarks from Ivan DeLoatch (Director, FGDC) and were followed by a series of presentations intended to get all participants informed about current ISO standards, tools, training, and implementation status.
FGDC Metadata Summit Summary 3 | P a g e
Five speakers gave presentations including: - Aleta Vienneau (ESRI) on “ISO Standards: Status, Tools, Implementations and
Training” (on behalf of her co-author David Danko, ESRI) - Jacqueline Mize (NOAA) on “Applications and Tools” - Rob Dollison (USGS) on “Geospatial Platform Update - Migration of GOS to Data.gov” - Ted Habermann (NOAA) on “Metadata Implementation” - Jacqueline Mize (NOAA) on “Training and Education”
These presentations provided an overview of current ISO activities and led to facilitated breakout group discussions that covered each of these topics in more detail. In the afternoon on day 2, three breakout groups, each with a specific area of focus, identified common issues and discussed recommendations for common solutions associated with their agency or organization’s approach in the context of addressing and implementing ISO metadata standards. In the original agenda, a fourth breakout group focused on the ISO standards had been identified, but participants felt they had more contributions to the other three topics, so this breakout group was dropped during the meeting. Breakout group descriptions: 1. ISO Implementation: This group focused on issues related to the integration of the ISO
metadata standard into the geospatial data management and workflow. The overarching question addressed was: Assuming that the standard is stable and tools and training are available, what workflow and management challenges do you face in transitioning your organization from the CSDGM to ISO metadata?
2. ISO Tools and Applications: This group focused on issues related to the tools needed to
effectively create, transform, validate, and publish ISO metadata. The overarching question addressed was: What specific application capabilities are needed to support ISO metadata within your organization?
3. ISO Education and Communication: This group focused on issues related to outreach and
training required to support transitioning to ISO metadata, including: guidance documents, instructional materials, promotional materials, tutorials, websites, and training events. The overarching question addressed was: What training and outreach resources are needed to support the transition from CSDGM to ISO metadata?
Each breakout group’s discussion was led by a facilitator and documented by a note taker:
• ISO Implementation - the facilitator was Lynda Wayne (FGDC Office of the Secretariat / GeoMaxim) and note takers were Jennifer Carlino (USGS), Marcia McNiff (USGS), and Karen Arcamonte (COMSO, Inc./USGS);
• ISO Tools and Applications - the facilitator was Jacqueline Mize (NOAA) and the notetaker was Kathy Martinolich (NOAA);
• ISO Education and Communication - the facilitator was Viv Hutchison (USGS) and the notetaker was Hugh O’Connor (COMSO, Inc./USGS).
FGDC Metadata Summit Summary 4 | P a g e
The breakout groups each prepared and presented a report of their findings and recommendations at the end of each day, and their notes and reports were also submitted to the workshop organizers. This information is included in this final Metadata Summit Summary document. An ISO Metadata Training Workshop Evaluation Form was distributed to all participants at the end of Day 1. A Metadata Summit Evaluation Form was distributed to all participants at the end of Day 2. Metadata Summit Participation The Metadata Summit was attended by a total of 52 participants that represented a diverse array of organizational affiliations including: Federal Agencies Bureau of Ocean Energy Management (BOEM) - 4 Census Bureau Department of Defense - Defense Installation Spatial Data Infrastructure (DISDI) Program Department of Homeland Security (DHS) Department of Transportation (DOT) Environmental Protection Agency (EPA) Federal Aviation Administration (FAA) Federal Geographic Data Committee (FGDC) – 4 Forest Service (USDA) Housing and Urban Development (HUD) Library of Congress National Geospatial Intelligence Agency (NGA) National Oceanic and Atmospheric Administration (NOAA) - 9 National Park Service (NPS) - 2 Natural Resources conservation Service (NRCS) U.S. Geological Survey (USGS) - 9 U.S. Army Corps of Engineers (USACE) Non Federal Organizations CIESIN, Columbia University ESRI - 3 Innovative Solutions International - 2 New Jersey Office of Information Technology Rahall Transportation Institute The SI Organization Valtus Imagery Services Westat
FGDC Metadata Summit Summary 5 | P a g e
Workshop Metadata Summit Evaluation The FGDC received a 55% response rate to the workshop evaluation with 29 workshop evaluation forms submitted by participants. Audience Assessment indicated high satisfaction for:
• Summit as a good forum to communicate about ISO implementation • Quality of presentations (informative and good foundation for discussion) • Breakout groups well facilitated • Opportunity to express opinions and ask questions • Information will aid in job performance • Learning from other agencies and organizations
Overall, three main themes were identified in the evaluations:
• Overall recognition that Federal agencies should be moving to ISO now • Participants saw value in implementation of ISO on a larger scale • High interest in seeing another Summit offered within 6 months to 1 year
Suggestions for future ISO Metadata Summits or forums included focusing on very specific topics rather than general categories, coming up with actionable tasks in the workshop, having more time in the breakout groups for discussion, possibly offering an online attendance option, and ensuring there are fewer people in each break out group to stimulate discussion. ISO Metadata Training Evaluation For the ISO Metadata Training Workshop, NOAA received a 75% response rate to the workshop evaluation with 22 workshop evaluation forms submitted by participants. Overall, the training workshop improved the participants understanding of the similarities and differences between the Content Standard for Digital Geospatial Metadata (CSDGM) and ISO, as well as communicated about where to find assistance in creating ISO metadata. Participants felt they needed additional time to be able to write ISO compliant metadata, but the training helped them learn about tool availability, XML basics, and provided the opportunity to do hands on exercises. Suggestions for future ISO metadata training workshops included the preference of attendees to have 1 computer per student, access to best practices, and more tips for writing compliant ISO metadata.
FGDC Metadata Summit Summary 6 | P a g e
Metadata Summit Follow Up Webinar A Metadata Summit Webinar meeting was held on December 7, 2011 to present results of the Summit to interested participants who were unable to attend the October session. Approximately 175 people registered for the Webinar with capacity for 100 attendees. Webinar organizers presented an overview of the Metadata Summit that was held on October 26-27, 2011 in Reston, Virginia. A recording of the Webinar is available on the FGDC Web site (http://www.fgdc.gov/metadata/events/metadata-summit/index_html). The presentation can be found in Appendix C. After the presentation, several questions from the participants were addressed and a summary of those comments are included in Appendix D. Conclusion The Metadata Summit brought together stakeholders from across the Federal Geographic Data Committee community to learn more about ISO metadata standards, tools, and implementation as well as to identify specific challenges and potential recommendations for moving forward. This Metadata Summit Summary and the attached consolidated recommendations provide a foundation for FGDC agencies and affiliated organizations to begin addressing ISO implementation. Acknowledgements The planning team consisted of several agency representatives from across the country who worked together to develop the agenda, conduct ISO metadata training, facilitate breakout group discussions, coordinate logistics, present the results at the webinar, and submit this summary to the FGDC Office of the Secretariat. In alphabetical order: Jennifer Carlino, USGS (co-lead) Viv Hutchison, USGS (co-lead) Jacqueline Mize, NOAA Brigitta Urban-Mathieux, FGDC Office of the Secretariat Lynda Wayne, FGDC Office of the Secretariat / GeoMaxim
Appendix A Agenda
FGDC Metadata Summit
Thursday, October 27, 2011 Dallas Peck Auditorium USGS National Center
Reston Virginia
Purpose To cooperatively determine a course of action for moving forward with ISO metadata implementation
Goals
• Establish a common understanding about ISO metadata initiatives and implementation • Determine mutually significant metadata issues best addressed with a common strategy • Develop a course of action that includes alternate paths for achieving common strategic
objectives Outcomes
• Written report on the Summit (discussion topics, decisions, and recommendations) • Follow-up webinar summarizing meeting outcomes for those unable to attend the Summit
Agenda
Time Topic Lead: 8:30-9:00 Welcome
Introductions Overview and Agenda
Ivan DeLoatch Vivian Hutchison Jennifer Carlino
ISO Standards: Status, Tools, Implementations, and Training 9:00-9:20 ISO Standards
Overview and status • 19115-1 - Metadata • Related ISO Standards • North American Profile (NAP)
David Danko
9:20-9:30 Q&A 9:30-9:50 Applications
What tools are available? • Transform • Edit • Validate • Publish
Jacqueline Mize
Robert Dollison
9:50-10:00 Q&A 10:00-10:15 BREAK
Page 2 of 3
vers. 20111013
10:15-10:35 Implementation How are organizations applying ISO standards; to what benefit? • 19115-1 - Metadata • 19119-2 – Imagery & Gridded Data • Other
Ted Habermann
10:35-10:45 Q&A
ISO Standards: Status, Tools, Implementations, and Training (continued) 10:45-11:05 Training
What training and outreach resources are available? • Guidance Docs • Presentations • Workshops and Materials • Online Lessons
Jacqueline Mize
11:05-11:15 Q&A 11:15-11:30 Explanation of Breakout Groups Vivian Hutchison
11:30 - 12:30
LUNCH
on your own
USGS Cafeteria
Discussion of Metadata Issues: Breakouts 12:30-1:45 Identification of Common Issues
Topics covered in Day 1“Transitioning to ISO” Training:
• Transitioning 101 • ISO 191** Content and Organization • XML Basics • ISO 191** Content Detailed Review • Tools for Creating and Editing ISO Metadata • ISO Creation Methods • Validation Techniques
Appendix B Workshop Summary of Issues and Actions
Policy and Guidance Issues Page 1 of 9
Workshop Summary of Issues and Actions During the FGDC Metadata Summit on October 27, 2011, participants gathered together in groups to discuss a variety of broad topics related to the ISO standards including standards, applications and tools, implementation, and education and training. The following is a summary of the issues, solutions, and actions generated by the breakout groups. Policy and Guidance Issues Issue: Currently, there is uncertainly in agencies about which standard to choose: FGDC or ISO As the ISO standard undergoes review and is not yet finalized with changes, organizations writing policy and launching programs or projects that need documentation guidelines immediately are faced with a question of which standard to select.
Solution Actions Lead Time Frame Provide current guidance as to which geospatial metadata standard(s) should and can be used
Develop an ISO implementation guidance statement that encourages and supports exploration and implementation of ISO metadata
FGDC Metadata Coordinator with FGDC Member Agencies
< 6 months
Update the ISO implementation guidance at the FGDC Metadata website with the revised statement
FGDC Metadata Coordinator
< 6 months
Solution Actions Lead Time Frame Offer situational "use cases" and workflow solutions (i.e., decision tree)
Research different types of use cases in agencies with varying missions and goals
FGDC Member Agencies < 6 months
Develop use cases for variety of situations (e.g., here is a situation, and here is how you can deal with it and provide very specific advice for specific situations, considering “user stories.”
FGDC Member Agencies 6 -12 months
Develop clear and simple guidance documents (including FAQs) to address each of the situations
FGDC Members Agencies >12 months
FGDC Metadata Summit
Thursday, October 27, 2011 Dallas Peck Auditorium USGS National Center
Reston Virginia
Policy and Guidance Issues Page 2 of 9
FGDC Metadata Summit October 27, 2011
Issue: Organizations need a compelling case for ISO metadata implementation Change requires time, effort and money. The benefits of ISO metadata must be documented and demonstrated to aid agencies in realizing the value of transitioning to ISO metadata. There are also many different scenarios in transitioning a large federal or non-federal agency to the ISO standard, particularly when the FGDC standard is engrained in various workflows. The easier the process, the more effective and efficient the transition. Resources are needed to support organizations in making the transition to ISO metadata. Solution Actions Lead Time Frame Highlight and demonstrate the benefits of ISO metadata to agency Directors, managers and staff. This approach can also be applied to non-federal organizations.
Compile and present benefits specifically supported by the ISO standard (e.g. ability to document services, reusable content) and the process of transition (e.g. opportunity to review/clean up metadata holdings)
An FGDC Member Agency 6-12 months
Develop a business case that demonstrates the operational advantage of ISO and how ISO metadata can be used as a data management and metadata assessment tool, e.g. NOAA metadata completeness rubric
An FGDC Member Agency 6- 12 months
Sponsor and promote the development of some ‘Killer App’ - ISO metadata demonstration projects, e.g. alternative presentations of metadata as documentation to show multiple views/uses of the same metadata record
FGDC Coordination Group 6-12 months
Solution Actions Lead Time Frame Tie ISO metadata implementation to the organization’s mission and/or activities
Identify ISO metadata features that can be tied to the general mission of geospatial organizations (e.g. data sharing)
An FGDC Member Agency 6-12 months
Identify ISO metadata features that can be tied to key initiatives (e.g. Geospatial Platform)
FGDC Secretariat 6-12 months
Solution Actions Lead Time Frame Develop other ISO implementation guidance documents and online resources
Compile and present ISO best practices; transform strategies (key post-transform edits, etc.); implementation strategies (transform once, legacy metadata, etc.); and workflows (NOAA spirals, etc.).
FGDC Metadata Coordinator & Metadata Working Group
6-12 months
Policy and Guidance Issues Page 3 of 9
FGDC Metadata Summit October 27, 2011
Issue: Organizations need a compelling case for ISO metadata implementation (cont’d)
Solution Actions Lead Time Frame Workflow guidance Develop workflow guidance for creating ISO
records, metadata templates and importing FGDC or earlier format records and batch import/export of records, including guidance specific to ESRI catalog records
FGDC Metadata Working Group
Six months
Develop a user-friendly reference to the ISO standard, e.g. online, interactive resource
FGDC Metadata Coordinator & Metadata Working Group
6-12 months
Establish an ISO metadata transformation and implementation consultation service
OMB, Each Agency &/or Private Sector
6-12 months
Research and create FAQs for transitioning to ISO
FGDC Metadata Coordinator & Metadata Working Group
6-12 months
Solution Actions Lead Time Frame Develop guidance on building an agency profile
Identify or develop an ISO 191** overview that indicates the content and value of each standard
An FGDC Member Agency > 1 year
Solicit agencies on CSDGM customizations and custom content to be preserved in ISO including agency specific data quality requirements
FGDC Coordination Group > 1 year
Produce guidance (doc or online resource) that incorporates and addresses items above of the above
FGDC Metadata Coordinator > 1 year
Outline Agency-specific requirements of and procedures for profile development
Each FGDC Member Agency
> 1 year
Solution Actions Lead Time Frame Develop a registry of Agency profiles Develop registry form to effectively describe
profile content and rationale FGDC Metadata Coordinator & Webmaster
> 1 year
Publish and promote the registry FGDC Coordination Group > 1 year
Policy and Guidance Issues Page 4 of 9
FGDC Metadata Summit October 27, 2011
Issue: Need to develop ISO metadata implementation directives Organizations need management and higher level executive support to implement ISO metadata.
Solution Actions Lead Time Frame Draft and promote federal language specific to ISO metadata implementation
Draft a federal directive that identifies a common strategy towards ISO metadata implementation
FGDC Coordination Group < 6 months
Draft federal grant and contract language for ISO compliant metadata deliverables
FGDC Coordination Group 6-12 months
Promote ISO implementation directive for endorsement by OMB or other federal administrative body
FGDC Executive Committee < 6 months
Solution Actions Lead Time Frame Draft and promote ISO metadata implementation directive model language for use by non-federal organizations
Draft model non-federal directive language (that includes performance measure criteria)
NSDI Stakeholder organizations (NSGIC, URISA, etc.) or NGAC
> 1 year
Draft model non-federal policy language NSDI Stakeholder organizations (NSGIC, URISA, etc.) or NGAC
> 1 year
Draft model non-federal contract language for deliverables
NSDI Stakeholder organizations (NSGIC, URISA, etc.) or NGAC
> 1 year
Policy and Guidance Issues Page 5 of 9
FGDC Metadata Summit October 27, 2011
Issue: Provide incentives and resources for transition to ISO metadata In addition to directives, incentives should also be developed to encourage ISO metadata implementation.
Solution Actions Lead Time Frame Include ISO metadata creation in performance plans and other metrics.
Review existing agency performance plans and metrics and incorporate ISO metadata implementation where effective
Each FGDC Member Agency
> 1 year
Promote ISO metadata implementation during performance and metric planning
FGDC Coordination Group > 1 year
Solution Actions Lead Time Frame Provide the training, time, tasking and resources needed to implement the new standard
Include ISO metadata training, and software application expenses during budgeting
Each FGDC Member Agency
6-12 months
Include ISO metadata creation in position descriptions and outcomes
Each FGDC Member Agency
6-12 months
Include ISO metadata time and effort during project planning and tasking to address upgrades and changes to ISO
Each FGDC Member Agency
6-12 months
Solution Actions Lead Time Frame Include as a maturity model component Identify specific maturity model components that
should address ISO metadata, e.g. quality assurance, requirements management, project management, availability management, data collection, etc.
An FGDC Member Agency > 1 year
Develop model ISO metadata language for each relevant maturity model component
An FGDC Member Agency > 1 year
Publish and make model language available FGDC Metadata Coordinator and Webmaster
> 1 year
Tools and Applications Issues Page 6 of 9
FGDC Metadata Summit October 27, 2011
Tools and Applications Issues
Issue: Need Comprehensive User-Friendly Tools and Stable Standards There is a lack of comprehensive / user-friendly tools for cataloging/publishing, editing, translating, validation, and approval. Also, schema development is not parallel with standards and stable schemas are needed for tool development and publishing records. Solution Actions Lead Time Frame Develop applications (editors, transformation, validation, publication) to support ISO implementation (AKA ‘get the technology done so the people can do the work’)
Establish a nonproprietary, free, simple to use, online ISO metadata editor as a Geospatial Platform shared service
An FGDC Member Agency(ies)
> 1 year
Develop an ISO online reference resource that enables user access to ISO metadata element and content descriptions without copyright restrictions
FGDC Metadata Program 6-12 months
Solution Actions Lead Time Frame Update tool review by vendors Provide desired requirements list for vendors FGDC Metadata Working
Group 6-12 months
Capabilities specific FGDC Metadata Working Group
6-12 months
Solution Actions Lead Time Frame Need vendors (e.g., ESRI) to fully support ISO standards
Work with vendors FGDC Metadata Working Group
6-12 months
Solution Actions Lead Time Frame UML needs to be finalized and stable Volunteer to review standards documents and
promote schema development FGDC Metadata Working Group
< 6 months
Solution Actions Lead Time Frame Have geodata.gov provide ISO 19115-2 support
Work with geodata.gov and Geospatial Platform developers
FGDC Member Agency < 6 months
Document data.gov ISO metadata publication capabilities and process
Data.gov/geodata program < 6 months
Identify ISO metadata publication options for the non-federal community
Data.gov/geodata program 6-12 months
Solution Actions Lead Time Frame Put records into a repository Geonetwork is an option for harvesting and
publishing or use a CSW for your repository FGDC Member Agency < 6 months
Education and Communication Issues Page 7 of 9
FGDC Metadata Summit October 27, 2011
Education and Communication Issues
Issue: Need qualified ISO trainers Currently there are not many qualified ISO trainers available. Need to develop an ISO trainer cadre to broaden availability of ISO training.
Solution Actions Lead Time Frame Develop an ISO metadata trainer program
Establish ISO train the trainer metadata workshop curriculum
FGDC Metadata Coordinator & Trainers
6-12 months
Establish ISO train the trainer metadata online training materials to support curriculum
FGDC Metadata Coordinator & Trainers
6-12 months
Offer train the trainer workshops to get current FGDC trainers up to speed on ISO
FGDC Metadata Coordinator & Trainers
6-12 months
Host 2-3 workshops per year FGDC Metadata Coordinator & Trainers
< 1 year
Issue: Offer training in different formats In this tight budget and travel limited environment, there is a need for training to be offered in different formats to reach a wide audience. Solution Actions Lead Time Frame Offer live webinars Develop webinars to different learning levels FGDC Metadata
Coordinator & Trainers 6-12 months
Host webinars on quarterly (or other determined) schedule
FGDC Metadata Working Group
6-12 months
Solution Actions Lead Time Frame Offer recorded training sessions where users can attend on their own schedule
Record training sessions FGDC Metadata Coordinator & Trainers
Solution Actions Lead Time Frame Continue to offer classroom training. Develop and host classroom training FGDC Metadata
Coordinator & Trainers 6-12 months
Solution Actions Lead Time Frame Online Help Hours Offer online help (chat, etc.) during certain office
hours FGDC Metadata Coordinator & Trainers
> 1 year
Education and Communication Issues Page 8 of 9
FGDC Metadata Summit October 27, 2011
Issue: Develop ISO training for a variety of user audiences There is a need for training to address different types of audiences that covers more people in different kinds of roles. Training also needs to incorporate other tools beyond XML editors to address a variety of user’s needs.
Solution Actions Lead Time Frame Develop a ISO metadata training program based on 3-tiered approach (Beginner, Intermediate, Advanced)
Establish ISO metadata workshop curriculum FGDC Metadata Coordinator & Trainers
6-12 months
Establish ISO metadata online training materials to support curriculum
FGDC Metadata Coordinator & Trainers
6-12 months
Develop training for ISO beginners FGDC Metadata Coordinator & Trainers
6-12 months
Develop training for ISO intermediates FGDC Metadata Coordinator & Trainers
6-12 months
Develop training for ISO advanced FGDC Metadata Coordinator & Trainers
6-12 months
Solution Actions Lead Time Frame Consider work roles when designing training: "Role-based training"
Devise list of different role types in federal agencies who would be doing ISO metadata
FGDC Metadata Coordinator & Trainers
6-12 months
Tailor training materials to address each different role
FGDC Metadata Coordinator & Trainers
6-12 months
Solution Actions Lead Time Frame Offer "certified metadata expert" labels to those completing a certain level of training.
Develop certified ISO metadata creator certificates for intermediate and advanced training sessions
FGDC Metadata Coordinator & Trainers
6-12 months
Offer training at the university student level FGDC Metadata Coordinator & Trainers
> 1 year
Advertise trainers through FGDC website FGDC Metadata Coordinator & Trainers
6-12 months
Solution Actions Lead Time Frame Offer step by step guidance for use of non XML editor tools
Choose 2-3 GUI-based tools and develop guidance for those tools, once they are mature
FGDC Metadata Coordinator & Trainers
> 1 year
Create easy to use materials for each tool FGDC Metadata Coordinator & Trainers
> 1 year
Education and Communication Issues Page 9 of 9
FGDC Metadata Summit October 27, 2011
Issue: Need the ability to learn from and build upon existing implementation efforts and resources Valuable lessons have been learned by those leading ISO implementation. A mechanism is needed for cross agency collaboration and sharing lessons learned, best practices, resources developed, workflow strategies, agency profiles of ISO, etc.
Solution Actions Lead Time Frame Establish an ISO metadata implementation wiki workspace
Create (or enhance existing NOAA wiki) to support features listed in issue description (best practices, workflows, resources, etc.)
NOAA or other FGDC Member Agency
< 6 months
Establish wiki management responsibilities NOAA or other FGDC Member Agency
< 6 months
Promote wiki participation FGDC Coordination Group < 6 months Solution Actions Lead Time Frame Regular webinars that feature ISO implementation efforts & outcomes
Organize and manage regular webinars FGDC Metadata Working Group
< 6 months
Solution Actions Lead Time Frame Reuse existing tools and training Make available training opportunities via the wiki
or FGDC website FGDC Metadata Working Group
< 6 months
Solution Actions Lead Time Frame Communication/better understanding of standards process
Create mailing list to distribute updates FGDC Metadata Working Group
< 6 months
U.S. Department of the Interior U.S. Geological Survey
FGDC Metadata Summit Webinar Presentation December 7, 2011
U.S. Department of the Interior U.S. Geological Survey
Overview of the FGDC Metadata Summit
2011
Summit Planning Committee
Viv Hutchison, USGS Jacqueline Mize, NOAA Lynda Wayne, FGDC Office of the Secretariat Jennifer Carlino, USGS Brigitta Urban-Mathieux, FGDC Office of the
Secretariat
3
FGDC Metadata Summit Overview Dates: October 26-27, 2011 Location: USGS Headquarters (Reston, VA) Purpose: To cooperatively determine a course of
action for moving forward with ISO metadata implementation
Day 1: ISO Training (optional) – 25 participants Day 2: Metadata Summit – 52 participants
Summit Participant Affiliations
BOEM Census DHS DOT EPA FAA FGDC Forest Service HUD Library of Congress NGA NOAA NPS NRCS
USGS USACE CIESIN, Columbia University ESRI DISDI Program Innovative Solutions
International NJ Office of Information
Technology Rahall Transportation Institute The SI Organization Valtus Imagery Services Westat
5
Overview of Summit Agenda (Day 1)
“Transitioning to ISO” Training: Transitioning 101 ISO 191** Content and Organization XML Basics ISO 191** Content Detailed Review Tools for Creating and Editing ISO Metadata ISO Creation Methods Validation Techniques
Overview of Summit Agenda (Day 2)
Presentations on Status of ISO… ISO Standards: Status, Tools,
Implementations, and Training: Aleta Vienneau, ESRI
Applications and Tools: Jacqueline Mize, NOAA
Geospatial Platform Update - Migration of GOS to Data.gov: Rob Dollison, USGS
ISO Metadata Implementation: Ted Habermann, NOAA
Training and Education: Jacqueline Mize, NOAA
Breakout Group Discussions
Metadata Summit: Overview of Presentations
8
FGDC Endorsed Standards
FGDC Endorsed Standards ISO 19110:2005 Geographic information - Methodology for
Feature Cataloguing ISO 19111:2007 Geographic information – Spatial
referencing by coordinates ISO 19115:2003 Geographic information – Metadata ISO 19115-2:2009 Geographic information – Metadata –
Part 2: Extensions for imagery and gridded data ISO 19119:2005 Geographic information – Services ISO 19139:2007 Geographic information – Metadata – XML
schema implementation INCITS 453-2009 Information technology – North American
Profile of ISO 19115:2004 – Geographic information – Metadata (NAP – Metadata)
Presenter
Presentation Notes
Talk a bit about ISO and the use of XML
RSE
BIO
CSDGM
Comparing FGDC and ISO
ISO 19115 → FGDC CSDGM (FGDC-STD-001-1998) ISO 19115-2 → FGDC Remote Sensing Extensions (RSE) (FGDC-STD-012-2002)
Comparing FGDC metadata standards, such as the CSDGM, RSE, and BIO, to ISO metadata standards such as 19115, 19115-2, 19110, 19111, 19139, and NAP The CSDGM is the core, or base, of the FGDC standards for documenting geospatial data. Profiles and extensions to the core standard can shorten or extend the main standard and can change conditionality. The Biological Profile (BIO) extends the CSDGM in order to properly document biological information. The Remote Sensing Extensions (RSE) extends the CSDGM in order to document information about imagery and other remotely sensed data. ISO is a series of standards…191** The core ISO standard for documenting geospatial data is the ISO 19115 Geographic information – Metadata. ISO 19115-2 Geographic information – Metadata – Part 2: Extensions for imagery and gridded data extend the ISO 19115 in order to properly document information about imagery, gridded data, and remotely sensed data. The North American Profile (NAP) is a profile of the ISO 19115. The NAP shortened the core and changed conditionality and multiplicity on several elements. The ISO 19110 Geographic information – Methodology for feature cataloguing is a separate standard and separate document that the ISO 19115 will reference if it exists. The ISO 19110 is much like Section 5, Entity and Attribute Information, of the CSDGM. The ISO 19111 Geographic information – Spatial referencing by coordinates is also a separate standard and separate document that may be referenced from the ISO 19115. The ISO 19111 is much like Section 4, Spatial Reference Information, of the CSDGM. The ISO 19139 defines the XML encoding of the ISO metadata standards. The ISO 19139 provides the structure and rules to which the validation should be set. MD root = 19115 MI root = 19115-2
Status of the Standards ISO 19115-1 is now a DIS (Draft International
Standard) Includes Feature Catalogue (ISO 19110) internal to
the document ISO 19157 is approved DIS (Data Quality) Will pull Data Quality out and into a separate
document that can be referenced Schema work is currently underway ISO 19139-2 approved DIS (for use with 19115-2) New schemas in development for 19115-1
Presenter
Presentation Notes
ISO undergoes 5-year reviews. This is the current status of the revision cycle.
Applications Variety of Tools Available Transforms FGDC to ISO Other standards to ISO Stylesheets for display
Editors Many capabilities available
Validators Online validation Schema and schematron validation
Presenter
Presentation Notes
URLs to these applications available on original slides on FGDC website
Applications
Tool Updates since Summit
Transforms ESRI Intergraph
Tool Updates since Summit
Transforms November 2011 Updates Added other domain values to the value map between
geographic coordinate units and resolution scale uom. Previously only "Decimal degrees" would map. http://www.ncddc.noaa.gov/metadata-standards/metadata-
xml/
Tool Updates since Summit
ESRI Geoportal XML attributes can be configured Auto populated fields can be configured and edited WMS and OpenStreetMap search map support Schematron validation support Harvesting enhancements
Intergraph Catalogue SDI-Pro server product has GUI for simple record
create/view/edit/publish workflows, but the “meat” of the platform is its Catalogue API, which is deployed as part of the CSW Service which SDI-Pro users can stand up, and in multiple custom products. Flexibility to implement multilingual ISO-based profiles Other aspects - can establish user groups, each with its
own set of privileges for record view/edit/publish and re-usable elements
• Publishing ISO records via Web Accessible Folder (WAF) accessed by users with a web browser indexed by Google and other search engines Harvested freely available utilities
Presenter
Presentation Notes
If in a WAF, then can be harvested by geoportals and other tools that currently support ISO
Implementation The standards are stabilizing Tools are continuing to emerge Several agencies have moved forward with ISO NOAA NGA
Presenter
Presentation Notes
Why? More robust standard more, richer content more flexible, adaptable Better suited to document remotely sensed ‘in situ’ data such as monitoring stations, satellite, etc. International coordination
Training and Education Training resources are available! (for a scoped
Current materials geared for current FGDC metadata authors to transition to ISO
Metadata Summit: Results of Breakout Group
Discussions
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Breakout Group Approach
Met in groups for afternoon of Summit ISO Implementation ISO Tools and Applications ISO Education and Communication
Purpose Identification of Common Issues Recommendations for Common Solutions
Breakout Group Descriptions ISO Implementation:
Topic: Issues related to the integration of the ISO metadata standard into the geospatial data management and workflow
Question: Assuming that the standard is stable
and tools and training are available, what workflow and management challenges do you face in transitioning your organization from the CSDGM to ISO metadata?
Breakout Group Descriptions ISO Tools and Applications:
Topic: Issues related to the tools needed to effectively create, transform, validate, and publish ISO metadata
Question: What specific application
capabilities are needed to support ISO metadata within your organization?
Breakout Group Descriptions ISO Education and Communication:
Topic: Issues related to outreach and training required to support transition to ISO metadata including: guidance documents, instructional materials, promotional materials, tutorials, websites, and training events
Question: What training and outreach
resources are needed to support the transition from CSDGM to ISO metadata?
Summary of Results
Three broad categories of issues, actions, and recommendations for transitioning to ISO standards Policy and Guidance – providing framework for
enhancing transition across organizations Tools and Applications – providing the means to
transition Education and Communication – providing the
instruction for transition and learning from others
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Policy and Guidance
General Outcomes: Participants felt that implementation must be led by
administrators. Until ISO metadata are made policy and
incorporated into performance plans, agencies are not likely to invest in a transition and implementation effort.
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Policy and Guidance Recommendations: Change the FGDC ‘stay the CSDGM course’ guidance to
encourage and support ISO metadata exploration and implementation
FGDC Metadata Working Group
Develop a compelling case for ISO metadata implementation that highlights and demonstrates the benefits to agency directors, managers and staff
FGDC Coordination Group
Develop and promote an administrative directive that outlines a Federal strategy for ISO implementation
FGDC Coordination Group and FGDC Executive Committee
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Policy and Guidance
Recommendations (cont’d)
Provide ISO metadata incentives and resources and include ISO implementation in performance plans, metrics, position descriptions, budgets and contract deliverables
each FGDC Member Agencies
Develop and share situational ‘use cases’ that demonstrate how and when ISO metadata may be incorporated into the workflow
FGDC Member Agencies
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Tools and Applications
General Outcomes: Agencies have made great strides in integrating
metadata development into their workflow. Comprehensive and intuitive ISO metadata tools
and applications are need to assimilated the new standard into existing workflows.
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Tools and Applications
Recommendations Develop a nonproprietary, free, simple to use, online
ISO metadata editor FGDC Member Agencies
Develop GIS-internal metadata editors and
management tools that are fully compliant to ISO and support the import of CSDGM metadata
Software developers
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Tools and Applications
Recommendations (cont’d)
Update the ISO Metadata Editor Review maintained by the FGDC
FGDC Metadata Working Group
Fully support ISO metadata in data.gov Data.gov Geodata Program
Develop an online reference that enables users
access to ISO metadata element format and content descriptions without copyright restrictions
FGDC Metadata Program
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Education and Communication
General Outcomes: Agencies require critical information about the
content and application of ISO metadata standards to move forward with implementation.
ISO relevant training, training materials, guidance
resources and trainers are needed. In addition, a forum is needed to continue the
Summit dialog and build upon shared experiences.
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Education and Communication, cont’d
Recommendations Develop training materials and events that support: a range of training formats including webinars, self-paced
online training, FAQs, and classroom training different levels of learning (intro, intermediate, advanced)
and work roles (metadata creator, manager, user) FGDC Metadata Working Group
Establish an ISO metadata ‘Train the Trainer’
program FGDC Metadata Program
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Education and Communication, cont’d
Recommendations (cont’d) Provide regular and clear communication about the
standards process and status FGDC Metadata Working Group
Create an ISO metadata wiki that is logically
organized and actively managed NOAA NGDC with
FGDC Metadata Working Group
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Metadata Summit: Summary of Feedback
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Summit Day Feedback Summary Audience Assessment indicated high
satisfaction for: Summit as a good forum to communicate about ISO
implementation Quality of presentations (informative and good
foundation for discussion) Breakout groups well facilitated Opportunity to express opinions and ask questions Information will aid in job performance
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Summit Feedback Summary
Overall recognition that Federal agencies should be moving to ISO now
Participants saw value in implementation of
ISO on a larger scale High interest in seeing another Summit offered
within 6 months
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Next Steps FGDC Metadata Summit Webinar recording Workshop Summary
Appendix D Metadata Summit Webinar Question and Answer Session
Q: Are you aware of an agency that has already converted most (or all) of their FGDC metadata records to the ISO standard? A: Yes. NOAA National Geophysical Data Center (NGDC) has converted all of their resources and maintains them in ISO 19115-2, CSDGM and other formats. NOAA Coastal Data Development Center (NCDDC) is in the process of converting all metadata to ISO 19115-2. Q: Is there a timeframe for geo.data.gov/geoplatform to utilize ISO metadata? A: ISO metadata implementation is in progress but no firm implementation date has been set. Q: In an era of increasingly tight budgets, can future seminars be virtualized? A: Certainly. It was decided that the initial Summit should be live to support participant interaction and input and that the webinar would be used to distribute the information and outcomes. Telecons, webinars and online options will be the primary forums as we move forward. Q: I like that you are recording this Webinar for future viewing. Will you also make the PowerPoint document available? A: The Webinar slides and recording and the more detailed Summit slides, breakout session issue tables and all other related documents are available at: http://www.fgdc.gov/metadata/events/metadata-summit Q: Is 19157 Data Quality implemented as "stand alone"" like feature catalog or integrated like 19119 Web Mapping Services A: Data Quality is integrated in the current version of ISO 19115. However, Data Quality has been removed and made stand alone in the forthcoming ISO 19115-1 update to ISO 19115. The opposite is true of Feature Catalog (entity/attributes). Feature Catalog is not integrated in the current version of ISO 19115 but is integrated into the ISO 19115-1 update version. Q: Are there any NAP/FGDC meetups schedule for ESRI Federal User Conference? A: Yes, the EPA has a meeting planned for Friday morning of the Fed UC in February 2012. Q: Are there any plans to create a single xml schema that meets several ISO standards so we don't have to make five separate files to replicate what we can do with a single CSDGM file? A: You will not need to make five separate files to replicate what you can do with a single CSDGM file. However, you are correct that ISO metadata is comprised of a suite of standards commonly referenced as ISO 191** . This is because some of the standards will be used standalone, e.g. use of Data Quality to document organizational QA/QC process or to support functions beyond basic data documentation, e.g. define coordinate systems. As such there is no single ‘one size fits all’ combination of schemas. The effective integration of the standards is addressed during ISO training. Q: I am getting ready to implement a new GIS for a River Authority, can I go completely ISO and not worry about FGDC standards, especially for sharing our information?
A: Yes. However, you must consider if you can implement the tools (editor, validation schema, clearinghouse, etc.) to fully support ISO and if your community can ingest and utilize ISO. Q: When is the next call for this group and what are next steps? A: The best approach to stay informed is to join the FGDC Metadata Working Group (MWG). This forum is serving as the MWGs quarterly telecon. If you are not a member of the MWG, email a request specifying MWG to [email protected]. Q: I heard a deadline for May 2013- what was that in reference to? A: The ISO 19115 five year review update, ISO 19115-1, is expected to be formally finalized and adopted by ISO in May 2013. However, the standard has reached ‘draft international status’ (DIS) and the INCITSL1 leadership has stated that this is significant as DIS standards are considered ‘stable’ at this point, subject only to editorial changes. Q: Can you recommend by name some stand-alone ISO metadata editors? A: Please see the FGDC ISO Metadata Editors Review at: http://www.fgdc.gov/metadata/iso-metadata-editor-review. Note that a 2012 update to this resource is planned though the format may change slightly to better support direct input by the software developers. However, we do intend to maintain the ‘User Review’ portion of the resource. Q: Do we have any specific standards for images (rasters) A: Yes. ISO 19115-2. It fully includes ISO 19115 and adds elements for images, gridded data and other remotely sensed data including monitoring stations, instrumentation, platforms, etc. Q: Is there a simple how-to document on filling out the ISO metadata in a text file or in a GIS software package like ArcGIS? Is there a simple how-to document for converting existing metadata to the new standard? A: The NOAA National Coastal Data Development Center (NCDDC) workbook shown in the PPT is available from http://www.ncddc.noaa.gov/metadata-standards/. Information about transforming metadata to ISO is available from the NCDDC metadata transform site (http://www.ncddc.noaa.gov/metadata-standards/metadata-xml/). Q: I saw brief mention of biological data at the webinar beginning. Is there an ISO standard for biological data? A: Yes. There is an ISO extension based on the CSDGM Biological Profile. The transforms available from NOAA (http://www.ncddc.noaa.gov/metadata-standards/metadata-xml/) support transformation of CSDGM bio data to ISO bio.